Adding "Create Task" Fields

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Level 7 - Champion

Adding "Create Task" Fields

We have a field on our tasks called "Related To" in which we'd like to write a contact's Lead ID upon form completion; however, this field doesn't show up in the "Create Task" options. Is this a Marketo limitation, or do we need to do something in SFDC?

3 REPLIES 3
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Level 10 - Champion Alumni

Re: Adding "Create Task" Fields

You mean Related To or the ID field?

The ID field should be {{lead.SFDC ID}} if you've set it up right.

There is a thread from this week that describes custom Task fields. It's a bit involved. Why do you need to do this? It will assign the Task to the Lead Owner and attach it to the correct Lead. Related To usually means Related To Opp Name.

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Level 7 - Champion

Re: Adding "Create Task" Fields

Basically, we want to place the Lead ID field in the "Related To" area so when a customer completes a form (ex: a request to upgrade their software), we can keep all that information in the same place. Although now that you've explained it, that wouldn't seem to make sense. Let me see if I can't get more clarification.

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Anonymous
Not applicable

Re: Adding "Create Task" Fields

Josh,

How do you change the value in the ID field?  It's not a field on the "create task" options.

Chris